iShares US Healthcare ETF
480 hedge funds and large institutions have $1.65B invested in iShares US Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 179 reducing their positions, and 53 closing their positions.
42% more call options, than puts
Call options by funds: $2.15M | Put options by funds: $1.52M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 53
10.15% more ownership
Funds ownership: 250.91% → 261.07% (+10%)
6% more capital invested
Capital invested by funds: $1.55B → $1.65B (+$95.6M)
1% more funds holding
Funds holding: 475 → 480 (+5)
41% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$218M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.5M |
| 3 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$10.2M |
| 4 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$7.47M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$7.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$63.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$53.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$33M |
| 4 |
JP Morgan Chase
New York
|
-$16.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$10.7M |
IYH Hedge Fund Activity: Q4 2023 in Review
480 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare ETF (IYH) for Q4 2023, worth a combined $1.65B — up 6.1% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new IYH positions and 53 closed out — a net gain of 12 holders — while 106 added to existing stakes and 179 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $218M. The largest seller was Granite Bay Wealth Management, cutting an estimated $63.2M.
- 480 institutional investors held iShares US Healthcare ETF (IYH) as of Q4 2023, up from 475 in Q3 2023.
- Funds reported $1.65B of iShares US Healthcare ETF stock for Q4 2023, up 6.1% quarter-over-quarter.
- 65 funds opened new iShares US Healthcare ETF positions in Q4 2023 and 53 closed out, a net change of +12 holders.
- The largest iShares US Healthcare ETF buyer in Q4 2023 was Morgan Stanley, an estimated $218M added.
- The largest iShares US Healthcare ETF seller in Q4 2023 was Granite Bay Wealth Management, an estimated $63.2M sold.
Based on aggregated 13F filings for Q4 2023.